**** Please be aware that the upload function in Scout is currently working. If it does not work for you, then use the option to save the diagnostic file on your local machine, then follow the steps outlined in Changes to Citrix Insight Services (CIS) and Customer Uploads to manually upload your file(s).

Instructions

Table of Contents

• How do I open Scout?
• How do I add/remove machines?
• How do I collect diagnostics?
• How do I collect traces while reproducing issues and collect diagnostics?
• How do I upload diagnostics to Citrix using Citrix Credentials?
• How do I upload diagnostics to Citrix using Citrix Cloud Credentials?
• How do I save diagnostics on local machine?
• How do I view Analysis?
• How do I review periodic diagnostic collection schedule?
• How do I configure diagnostic collection schedule weekly?
• How do I configure diagnostic collection schedule daily?
• How do I turn off diagnostic collection schedule?
• How do I configure proxy?
• How do I clear a previously saved token?
• Where do I find Scout documentation?

How do I open Scout?

On Controllers, select Start > Citrix > Citrix Scout
 

How do I add or remove machines manually?

1. Click + Add machine
   
2. Enter machine name.
   
3. Click Continue.
4. To remove a manually added machine, click the red button on the right end of the row.
   Note: Only manually added machines have that button; discovered machines do not.
   
5. Click Continue to confirm removal.
   

How do I collect diagnostics?

1. On the Scout opening page, click Collect.
   

2. Select the machines you want to collect diagnostics from.
   

3. When machine verification completes, click Continue.
   

4. Review the list of machines, and click Start Collecting.
   

5. After collection completes, click Continue.
   

Next step:

• “How do I upload diagnostics to Citrix using Citrix Credentials?”
• “How do I upload diagnostics to Citrix using Citrix Cloud Credentials?”
• “How do I save diagnostics on local machine?”

How do I collect traces while reproducing issues and collect diagnostics?

1. On the Scout opening page, click Trace & Reproduce.
   

2. Select the machines you want to start tracing from.
   

3. When machine verification completes, click Continue.
   

4. Review the list of machines and click Start Tracing.
   

5. When done reproducing the issue, click Continue.
   

6. Indicate if you were able to reproduce the issue, and click Start Collecting.
   

7. When collection completes, click Continue.
   

Next step:

• “How do I upload diagnostics to Citrix using Citrix Credentials?”
• “How do I upload diagnostics to Citrix using Citrix Cloud Credentials?”
• “How do I save diagnostics on local machine?”

How do I upload diagnostics to Citrix using Citrix Credentials?

1. Follow the steps on “How do I collect diagnostics?” or “How do I collect traces while reproducing issues and collect diagnostics?”

2. Select Upload the diagnostics collection to Citrix.
   

3. Select Citrix Credentials, and click Continue.
   

4. Enter your Citrix username and password.
   

5. Optionally check Store and skip this step in the future.

6. Click Continue.
   

7. Adjust upload name, and optionally enter a case number and description.

8. Click Start Upload.
   

9. Click Done to return to main UI.
   

How do I upload diagnostics to Citrix using Citrix Cloud Credentials?

1. Follow the steps on “How do I collect diagnostics?” or “How do I collect traces while reproducing issues and collect diagnostics?”

2. Select Upload the diagnostics collection to Citrix.
   

3. Select Citrix Cloud Credentials, and click Continue.
   

4. Click Generate token at Citrix Cloud (this will open a browser window).
   

5. Sign in to Citrix Cloud.
   

6. Click Copy.
   

7. Return to Scout UI and paste token.

8. Optionally check Store and skip this step in the future.

9. Click Continue.
   

10. Adjust upload name, and optionally enter a case number and description.

11. Click Start Upload.
    

12. Click Done to return to main UI.
    

How do I save diagnostics on local machine?

1. Follow the steps on “How do I collect diagnostics?” or “How do I collect traces while reproducing issues and collect diagnostics?”

2. Select Save the diagnostics collection on your local machine, and click Continue.
   

3. Select the directory, enter the File name, and click Save.
   

4. Click Done to return to main UI.
   

How do I view Analysis?

1. Follow the steps on “How do I upload diagnostics to Citrix using Citrix Credentials” or “How do I upload diagnostics to Citrix using Citrix Cloud Credentials?”

2. On the last step, click View Analysis.
   

3. You will be taken to Citrix web site so you can review the Health Check Summary.

How do I review periodic diagnostic collection schedule?

1. On the Scout opening page, click Schedule.
   

2. Select the machines you want to review the configured schedules.

3. When machine verification completes, review the schedule status.
   

4. Click Back to return to main UI.

How do I configure diagnostic collection schedule weekly?

1. Follow the steps 1, 2 and 3 on “How do I review periodic diagnostic collection schedule?”

2. Click Continue.
   

3. Review the list of machines that schedules will be adjusted and click Continue.
   

4. Select the Frequency: Weekly, Day of the week and Time.
   

5. Click Continue.

6. When configuring weekly schedules, you will be asked for credentials (refer to previous “How do I” related to Credentials for instructions).

7. When credentials are provided, click Continue.

8. Review Schedule to confirm it has been set weekly, and click Done to return to main UI.
   

How do I configure diagnostic collection schedule daily?

1. Follow the steps 1, 2 and 3 on “How do I review periodic diagnostic collection schedule?”

2. Click Continue.
   

3. Review the list of machines that schedules will be adjusted and click Continue.
   

4. Select the Frequency: Daily and Time.
   

5. Click Continue.

6. When configuring daily schedules, you will be asked for credentials (refer to previous “How do I” related to Credentials for instructions).

7. When credentials are provided, click Continue.

8. Review Schedule to confirm it has been set daily, and click Done to return to main UI.
   

How do I turn off diagnostic collection schedule?

1. Follow the steps 1, 2 and 3 on “How do I review periodic diagnostic collection schedule?”

2. Click Continue.
   

3. Review the list of machines that schedules will be adjusted and click Continue.
   

4. Select the Frequency: Off.
   

5. Click Continue.

6. Review Schedule to confirm it has been set to off, and click Done to return to main UI.
   

How do I configure proxy?

If you need to use a proxy to authenticate or upload files to Citrix, a Configure proxy link will be displayed on Scout status bar.

1. Click on Configure Proxy.
   

2. Select your Proxy Settings.
   

3. Click Done to return to steps you are following on previous “How do I…”

How do I clear a previously saved token?

If you have selected the option “Store token and skip this step in the future”, you no longer need to enter credentials to send diagnostics to Citrix.

If you want to clear the previously saved token:

1. Follow the steps on “How do I upload diagnostics to Citrix using Citrix Credentials?” until you reach the Upload details screen.

2. On the status bar, click Change / Reauthorize.
   

3. Select Citrix Credentials, and click Continue.

4. Enter your Citrix username and password.

5. Be sure to uncheck Store and skip this step in the future.
   

6. Click Continue.

7. When you see the Upload details screen, you can close Scout.
   
   Next time you run Scout, credentials will always be requested.

Where do I find Scout documentation?

Click on the “?” icon to visit https://docs.citrix.com/scout.